Goldman Sachs: Trump's "Super Week" ends, US stocks will enter a rotational market.

According to Jin10 Data on November 12th, Goldman Sachs traders predict that after the trading frenzy driven by the US election, rotational pressure is expected to continue to be a significant feature in the market as investors allocate funds to companies with smaller market capitalization and seek opportunities in cyclical/inflation themes. Goldman Sachs trader Mike Washington stated that with the interest rate cuts of the election, the Federal Reserve, and the UK Central Bank by 25 basis points each, the fluctuation pullback of yields (10-year Treasury yield fell 7 basis points to 4.30% within a week), and the long-term earnings reporting cycle, investor fatigue has become evident. The rotational pressure is expected to continue to be a significant feature in the market as investors allocate funds to companies with smaller market capitalization and seek opportunities in cyclical/inflation themes.